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iShares iBonds 2025 Term High Yield and Income ETF

147 hedge funds and large institutions have $361M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

41% less capital invested

Capital invested by funds: $612M → $361M (-$251M)

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$299K
PIS
102
POM Investment Strategies
North Carolina
$290K
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$280K
CAG
104
Csenge Advisory Group
Florida
$278K
HBT
105
Heartland Bank & Trust
Illinois
$278K
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$271K
HFA
107
High Falls Advisors
New York
$258K
MAM
108
Mainsail Asset Management
Alabama
$257K
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$250K
MAG
110
M3 Advisory Group
Massachusetts
$244K
SB
111
Strategic Blueprint
Georgia
$243K
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$240K
AWM
113
Aprio Wealth Management
Georgia
$228K
KW
114
Keyvantage Wealth
Pennsylvania
$227K
RPSA
115
Richard P. Slaughter Associates
Texas
$219K
ATC
116
Argent Trust Co
Tennessee
$217K
TC
117
TFR Capital
Texas
$215K
Ameriprise
118
Ameriprise
Minnesota
$205K
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$205K
IWM
120
IHT Wealth Management
Illinois
$203K
AG
121
AmeriFlex Group
Nevada
$196K
PS
122
Principal Securities
Iowa
$153K
LI
123
LRI Investments
Florida
$128K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$93K
VNA
125
Valley National Advisers
Pennsylvania
$75K